23 August 2025 | 3:28PM HKT iFlytek (002230.SZ): AI monetization on accelerated enterprise AI services; 2Q Rev/ NI in line with guidance; Neutral iFlytek reported 2Q25 result largely in line with our estimates and midpoint of guidance (Report link). In 1H25, smart education and enterprise AI services revenues outperformed at 23%/ 350% YoY, driven by ramp up of AI learning tablets and new project-wins, while AI devices growth was lower-than-expected at -3% YoY in 1H. Based on Spark AI foundation model, iFlyt ...